BAI’s CFO Roundtable

BAI’s Chief Financial Officer (CFO) Roundtable is an invitation-only program created in 1991 to provide CFOs with a forum for open discussion and analysis of critical issues in the retail banking industry.

Built by CFOs for CFOs, participants drive the agenda and value a strong network of peers for information sharing.

Meetings are held twice a year and chaired by two participating CFOs on a rotating basis. The CFOs discuss key issues facing large banks on a wide range of strategic topics including economic and industry trends, risk management, financial operations and regulatory changes. In addition, the CFO Roundtable group meets annually with senior executives from key regulators.

Participating CFOs have included:

BNY Mellon

BB&T

BBVA Compass

Charles Schwab

Citizens

Comerica

Deutsche Bank

Fifth Third Bank

First Horizon

Huntington

JPMorgan Chase

KeyCorp

M&T Bank

Northern Trust

PNC

Regions

Santander

State Street

SunTrust

Synovus

U.S. Bancorp

Zions

Benefits to Participation

Engage with an established industry peer group of CFOs in the financial services industry

Participate in strategic conversations around key challenges facing CFOs in the industry today

Engage in dynamic discussions with senior leaders from the most important regulatory agencies

Create a strong and active networking group by staying connected to other participants year round

This is an invitation-only program exclusively for Chief Financial Officers from organizations with asset sizes of $10 billion and more. This event is intentionally intimate, and invitations are non-transferable.

If you are interested in participating or learning more about BAI’s CFO Roundtable, please contact Alison Estrada at aestrada@bai.org.